The Southern Company (SO)
NYSE: SO · Real-Time Price · USD
96.23
-0.31 (-0.32%)
At close: Mar 19, 2026, 4:00 PM EDT
97.50
+1.27 (1.32%)
After-hours: Mar 19, 2026, 7:59 PM EDT
The Southern Company Ratios and Metrics
Market cap in millions USD. Fiscal year is January - December.
Millions USD. Fiscal year is Jan - Dec.
Fiscal Quarter | Current | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 | Q2 2021 | Q1 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Period Ending | Mar '26 Mar 19, 2026 | Dec '25 Dec 31, 2025 | Sep '25 Sep 30, 2025 | Jun '25 Jun 30, 2025 | Mar '25 Mar 31, 2025 | Dec '24 Dec 31, 2024 | Sep '24 Sep 30, 2024 | Jun '24 Jun 30, 2024 | Mar '24 Mar 31, 2024 | Dec '23 Dec 31, 2023 | Sep '23 Sep 30, 2023 | Jun '23 Jun 30, 2023 | Mar '23 Mar 31, 2023 | Dec '22 Dec 31, 2022 | Sep '22 Sep 30, 2022 | Jun '22 Jun 30, 2022 | Mar '22 Mar 31, 2022 | Dec '21 Dec 31, 2021 | Sep '21 Sep 30, 2021 | Jun '21 Jun 30, 2021 | Mar '21 Mar 31, 2021 |
| 107,719 | 96,016 | 104,251 | 100,926 | 100,851 | 90,197 | 98,708 | 84,817 | 78,269 | 76,474 | 70,580 | 76,601 | 75,878 | 77,671 | 72,284 | 75,769 | 76,877 | 72,681 | 65,615 | 64,058 | 65,679 | |
Market Cap Growth | 9.26% | 6.45% | 5.62% | 18.99% | 28.85% | 17.94% | 39.85% | 10.73% | 3.15% | -1.54% | -2.36% | 1.10% | -1.30% | 6.87% | 10.16% | 18.28% | 17.05% | 12.02% | 14.59% | 17.00% | 15.18% |
Enterprise Value | 180,155 | 169,693 | 177,139 | 172,103 | 169,524 | 157,868 | 166,737 | 153,044 | 144,792 | 141,031 | 134,828 | 140,132 | 137,220 | 136,791 | 131,546 | 134,652 | 135,242 | 130,001 | 122,779 | 120,415 | 120,208 |
PE Ratio | 24.55 | 22.12 | 23.38 | 23.56 | 21.90 | 20.50 | 20.90 | 18.40 | 18.44 | 19.23 | 23.26 | 24.83 | 22.62 | - | 21.29 | 25.05 | 33.57 | - | 21.91 | 20.37 | 19.40 |
PS Ratio | 3.64 | 3.25 | 3.61 | 3.56 | 3.62 | 3.38 | 3.74 | 3.25 | 3.08 | 3.03 | 2.69 | 2.77 | 2.61 | 2.65 | 2.58 | 2.93 | 3.22 | 3.15 | 2.92 | 2.93 | 3.09 |
PB Ratio | 2.99 | 2.47 | 2.72 | 2.70 | 2.71 | 2.46 | 2.68 | 2.35 | 2.20 | 2.17 | 2.00 | 2.21 | 2.19 | 2.25 | 2.02 | 2.28 | 2.34 | 2.23 | 1.96 | 1.94 | 1.97 |
P/FCF Ratio | - | - | -57.19 | - | - | - | 143.47 | -192.77 | - | - | -36.06 | -25.66 | - | - | - | -132.69 | -95.14 | - | -88.55 | - | - |
P/OCF Ratio | 10.99 | 9.80 | 11.12 | 10.95 | 10.37 | 9.22 | 10.47 | 9.80 | 9.76 | 10.13 | 10.05 | 13.62 | 13.66 | 12.33 | 11.84 | 11.07 | 11.79 | 11.78 | 10.01 | 9.49 | 9.32 |
EV/Sales Ratio | 6.10 | 5.74 | 6.13 | 6.07 | 6.09 | 5.91 | 6.31 | 5.86 | 5.70 | 5.59 | 5.14 | 5.07 | 4.71 | 4.67 | 4.70 | 5.21 | 5.67 | 5.63 | 5.47 | 5.51 | 5.65 |
EV/EBITDA Ratio | 12.94 | 12.21 | 12.85 | 12.90 | 12.68 | 12.20 | 12.80 | 12.07 | 12.15 | 12.37 | 13.09 | 13.71 | 13.19 | 13.26 | 13.67 | 15.11 | 17.10 | 16.04 | 13.53 | 12.99 | 12.56 |
EV/EBIT Ratio | 22.81 | 21.56 | 21.62 | 21.92 | 21.23 | 20.56 | 21.32 | 20.24 | 20.96 | 21.97 | 24.00 | 24.52 | 22.51 | 21.87 | 23.89 | 27.54 | 34.59 | - | 23.93 | 22.60 | 21.26 |
EV/FCF Ratio | - | - | -97.17 | - | - | - | 242.35 | -347.83 | - | - | -68.89 | -46.94 | - | - | - | -235.82 | -167.38 | - | -165.69 | - | - |
Debt / Equity Ratio | 1.91 | 1.91 | 1.93 | 1.90 | 1.88 | 1.81 | 1.76 | 1.81 | 1.83 | 1.80 | 1.77 | 1.80 | 1.75 | 1.71 | 1.59 | 1.70 | 1.70 | 1.70 | 1.63 | 1.63 | 1.60 |
Debt / EBITDA Ratio | 5.18 | 6.69 | 4.19 | 5.13 | 4.83 | 6.27 | 4.12 | 4.70 | 5.10 | 5.82 | 4.42 | 5.91 | 5.82 | 9.64 | 4.11 | 5.00 | 5.56 | 16.61 | 4.99 | 7.39 | 4.91 |
Debt / FCF Ratio | - | - | -40.45 | - | - | - | 94.60 | -148.91 | - | - | -31.84 | -20.90 | - | - | - | -98.88 | -69.21 | - | -73.65 | - | - |
Net Debt / Equity Ratio | 1.86 | 1.86 | 1.84 | 1.86 | 1.82 | 1.78 | 1.74 | 1.78 | 1.81 | 1.78 | 1.72 | 1.74 | 1.72 | 1.66 | 1.53 | 1.65 | 1.65 | 1.65 | 1.57 | 1.58 | 1.54 |
Net Debt / EBITDA Ratio | 5.20 | 5.21 | 5.11 | 5.22 | 5.07 | 5.04 | 4.92 | 5.08 | 5.41 | 5.50 | 5.89 | 5.90 | 5.72 | 5.55 | 5.68 | 6.14 | 6.86 | 6.62 | 5.78 | 5.65 | 5.38 |
Net Debt / FCF Ratio | -24.68 | -24.68 | -38.62 | -64.59 | 645.65 | 78.28 | 93.12 | -146.29 | -64.86 | -40.69 | -30.98 | -20.19 | -21.25 | -35.30 | -31.03 | -95.86 | -67.15 | -37.88 | -70.85 | -60.14 | -99.96 |
Quick Ratio | 0.34 | 0.34 | 0.43 | 0.39 | 0.48 | 0.34 | 0.45 | 0.45 | 0.41 | 0.35 | 0.43 | 0.44 | 0.32 | 0.36 | 0.41 | 0.46 | 0.45 | 0.44 | 0.44 | 0.37 | 0.41 |
Current Ratio | 0.65 | 0.65 | 0.76 | 0.74 | 0.86 | 0.67 | 0.91 | 0.91 | 0.92 | 0.78 | 0.84 | 0.83 | 0.69 | 0.66 | 0.81 | 0.85 | 0.89 | 0.82 | 0.86 | 0.82 | 0.82 |
Asset Turnover | 0.18 | 0.21 | 0.19 | 0.21 | 0.18 | 0.20 | 0.18 | 0.19 | 0.17 | 0.20 | 0.17 | 0.19 | 0.21 | 0.25 | 0.22 | 0.21 | 0.18 | 0.20 | 0.17 | 0.19 | |
Return on Equity (ROE) | 3.54% | 18.06% | 9.15% | 13.75% | 5.07% | 16.82% | 13.25% | 12.10% | 9.03% | 16.38% | 9.51% | 9.25% | -1.58% | 17.21% | 13.12% | 12.06% | -3.47% | 13.30% | 4.48% | 13.39% | |
Return on Assets (ROA) | 1.44% | 4.73% | 3.30% | 3.69% | 2.09% | 4.41% | 3.71% | 3.32% | 2.44% | 4.10% | 2.64% | 2.53% | 1.03% | 4.45% | 3.51% | 2.98% | -0.38% | 3.43% | 1.67% | 3.51% | |
Return on Capital Employed (ROCE) | 5.70% | 5.70% | 6.00% | 5.80% | 5.90% | 5.90% | 5.90% | 5.80% | 5.40% | 5.10% | 4.50% | 4.60% | 5.00% | 5.20% | 4.50% | 4.10% | 3.30% | 3.50% | 4.40% | 4.70% | 5.00% |
Earnings Yield | 4.03% | 4.52% | 4.28% | 4.24% | 4.57% | 4.88% | 4.78% | 5.43% | 5.42% | 5.20% | 4.30% | 4.03% | 4.42% | 4.54% | 4.70% | 3.99% | 2.98% | 3.29% | 4.56% | 4.91% | 5.15% |
FCF Yield | -2.72% | -3.06% | -1.75% | -1.07% | 0.10% | 0.92% | 0.70% | -0.52% | -1.27% | -2.02% | -2.77% | -3.90% | -3.69% | -2.09% | -2.44% | -0.75% | -1.05% | -1.95% | -1.13% | -1.36% | -0.78% |
Dividend Yield | 3.08% | 3.40% | 3.13% | 3.23% | 3.23% | 3.62% | 3.31% | 3.85% | 4.17% | 4.28% | 4.65% | 4.30% | 4.35% | 4.25% | 4.48% | 4.28% | 4.21% | 4.46% | 4.96% | 5.09% | 4.96% |
Payout Ratio | 75.51% | 182.93% | 44.42% | 86.14% | 55.17% | 137.45% | 47.75% | 62.68% | 64.92% | 89.36% | 53.80% | 91.17% | 86.08% | - | 50.34% | 65.31% | 68.02% | - | 63.58% | 187.90% | 59.74% |
Buyback Yield / Dilution | -0.64% | -1.00% | -0.64% | -0.54% | -0.46% | -0.55% | -0.36% | -0.36% | -0.18% | -0.18% | -1.01% | -2.43% | -2.71% | -2.64% | -1.87% | -0.47% | -0.28% | -0.38% | -0.38% | -0.38% | 0.09% |
Total Shareholder Return | 2.44% | 2.40% | 2.50% | 2.69% | 2.78% | 3.07% | 2.94% | 3.49% | 3.99% | 4.10% | 3.64% | 1.87% | 1.64% | 1.61% | 2.60% | 3.81% | 3.93% | 4.09% | 4.58% | 4.71% | 5.06% |
Updated Feb 19, 2026. Source: S&P Global Market Intelligence. Utility template. Financial Sources.